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Create a report with Classic Reporting

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  1. Welcome to Adobe Acrobat Sign for Government
    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
    4. Manually create/edit users in Okta
      1. Creating individual users manually
      2. Creating multiple users via CSV import
      3. Add or Remove a group from a user profile
      4. Elevating a user to Account/Privacy administrator status
      5. Changing your Okta password
  2. Configure Acrobat Sign
    1. Configuration Overview
    2. System requirements
    3. Branding
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
    4. User access to features
    5. User experience within the application
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
    6. Recipient experience when interacting with agreements
    7. Transaction security
    8. Compliance information
      1. GDPR
      2. HIPAA
      3. eVaulting Chattle paper
      4. IVES
  3. Administrator processes
    1. Admin guide overview
    2. Users
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Remove a user from group membership
      4. Update users in bulk
      5. Users in Multiple Groups (UMG)
        1. Overview
        2. Differences in UMG enabled accounts
    3. Groups
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
    4. Templates
      1. Edit shared templates
      2. Transfer template ownership
    5. Custom workflow designer
      1. Create a custom workflow
    6. GDPR deletion processes
      1. Delete a user
      2. Delete agreements
    7. Sandbox
  4. User environment and processes
    1. Support resources
    2. Transaction limits
    3. Page layouts
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
    4. Configure your profile
      1. "My Profile" overview
      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
    5. Send agreements
      1. Compose an agreement to send for signature
      2. Recipient signing order
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
      7. Sign agreements
      8. Fill and Sign a document
      9. Self Signing
      10. Signing a document from an email link
      11. Sign a document from the Manage page
    6. Custom workflow designer
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
    7. Manage agreements
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
    8. Reporting
      1. Create a report with classic reporting
      2. Report charts and data exports
        1. Overview
        2. User permissions for report charts and exports
      3. Data Exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
      4. Report Charts
        1. Create a report chart
        2. Open and edit a report chart
        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
    9. API
      1. API Swagger documentation
      2. Webhooks

Create a report

Adobe Acrobat Sign Services for business and enterprise service plans can run a report on transactions sent from users in the account. The report produces various graphs showing the signature percentage and the average time to sign. You can also export a CSV file with the raw data generated from the report.

  1. To generate a report, click the Report tab, then click Create a New Report.

  2. Set the various parameters to affect the resulting report and click Run Report. You can find account parameters in the next section.

    Run report

  3. The report results page opens, displaying the information based on your parameters.

Report parameters

    • Interval

      The Interval section allows you to collect data from predefined time frames or a custom date range.

    • Users & Groups

      Users & Groups allows you to choose specific users or groups to collect information from.

    • Documents 

      The documents area allows you to specify certain library documents that have been sent out.

    • Document name

      This option allows you to include parts of the document name in the report search.

    • Send in bulk

      Select this option if you want to include Send in Bulk transactions in your report.

      Send in Bulk

    • Miscellaneous report data

      The last four settings found on the page are to change or visually alter the resulting report and related graphs.

    • Report data and options

    • Update report with current data

      This link refreshes the report to include recent transactions.

    • Save Report

      Save Report allows you to save this report. You can access it again by clicking the Reports tab.

    • Share Report

      This option allows you to share this specific report with an e-mail address and includes a custom message.

    • Schedule Report

      Schedule Report uses the current report's settings to set up an automatic recurring report that is generated daily, weekly, or monthly. You can also choose the recipients that you want to send the recurring report to.

    • Export Report Data

      Click Export Report Data to download a CSV file with the raw data generated in the report.

      Note:

      By default, field data is not contained in the report .CSV file. If you want to export the field data from signed agreements, the admin of your account needs to open a ticket with Support.

    • Printer-Friendly Report

      Printer-Friendly Report serves up a version of the report better formatted for printing.

     Adobe

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